401(k) · DOL Form 5500 · 2024
Equality Health, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 533
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $33,864
- Avg per participant Low balance/head
Official DOL plan name: Equality Health, LLC 401(k) Plan · Sponsored by Equality Health, LLC · Arizona · Professional & Technical Services
$18M in assets, 533 participants
Equality Health, LLC's Equality Health, LLC 401(k) Plan reported $18M in total assets and 533 participants in its 2024 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,613 in Professional & Technical Services (20,173 peers)
Equality Health, LLC multi-year trail
Equality Health, LLC's plans moved +29.1% in assets from 2023 to 2024; this filing shows Equality Health, LLC 401(k) Plan at $18M / 533 participants.
- #13,613
- in Professional & Technical Services (20,173 peers)
- +29.1%
- assets growth YoY
Equality Health, LLC 401(k) Plan's outsized position by total assets
Equality Health, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,049,258 Top 32% higher than 68% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Equality Health, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equality Health, LLC 401(k) Plan sits mid-pack in the medium band (533 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equality Health, LLC 401(k) Plan reported participants rose from 248 in the plan year 2023 filing to 533 in the plan year 2024 filing.
- Equality Health, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Equality Health, LLC 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 474788148 · Equality Health, LLC PY 2024 · 401(k)
Equality Health, LLC 401(k) Plan · $18M · 533 · 68th
- EIN $18M
- RANK 533
- PHOTO 68th
- IND 401(k)
- EOY near Walden Savings Bank 401(k) Plan
- 5500 ind #13613
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Arizona →
Equality Health, LLC 401(k) Plan in the asset neighbourhood
Equality Health, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Equality Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 29.104331031104625% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 248 | $14M |
| 2024 | 1 | 533 | $18M |
Equality Health, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 474788148 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Equality Health, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Walden Savings Bank 401(k) Plan in NY ($18M); by covered participants it is Topbloc 401(k) Plan in IL (533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Walden Savings Bank 401(k) Plan (NY) $18M · 142
- Financial Statement Services, Inc. Retirement Savings Plan (CA) $18M · 210
- Lil' Drug Store Products, Inc. 401(k) Profit Sharing Plan (IA) $18M · 141
- Acertus 401(k) Plan (MO) $18M · 883
Similar participant headcount
Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.
- Topbloc 401(k) Plan (IL) 533 · 0 off
- Farmers National Bank 401(k) Retirement Savings Plan (OH) 533 · 0 off
- Mtc US Corp. 401(k) Plan (GA) 533 · 0 off
- Avantic Lodging Enterprises Inc. 401(k) Plan (KS) 533 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.